Lesley Anne Warner
Senior Advisor
Estimated Net Worth
  • estimated net worth
    $655 K - $1.6 M
Salary
  • salary
    Unknown
Employment
  • Started 01/20/2021

Financial Disclosure Details - OGE Form 278e (02/03/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Naperville, Illinois
Co-trustee
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Roth IRA
1.1
Google (GOOG)
$1,001 - $15,000
None (or less than $201)
1.2
Google (GOOGL)
$1,001 - $15,000
None (or less than $201)
1.3
Apple (APPL)
$1,001 - $15,000
None (or less than $201)
2
Fidelity Go
2.1
Fidelity Adviser Freedom 2045 Fund (FDFIX)
$15,001 - $50,000
None (or less than $201)
2.2
Fidelity Flex U.S. Bond Index Fund (FIBUX)
$1,001 - $15,000
None (or less than $201)
2.3
Fidelity Flex Int'l Index Fund (FITFX)
$1,001 - $15,000
None (or less than $201)
2.4
Fidelity Flex Mid Cap Index Fund (FLAPX)
$1,001 - $15,000
None (or less than $201)
2.5
Fidelity Flex Small Cap Index Fund (FLXSX)
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
Nothing reported in this section

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
Nothing reported in this section

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
Amazon Web Services (Cloud hosting provider)
salary, bonus
2
Amazon Restricted Stock Units (RSUs)
$500,001 - $1,000,000
None (or less than $201)
3
Capital One 401k
3.1
Black Rock Lifepath Index 2050 fund
$100,001 - $250,000
None (or less than $201)
4
Amazon 401K
4.1
Vanguard Target 2050 fund
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
DC 529 plan
1.1
2037 Portfolio
$1,001 - $15,000
None (or less than $201)
1.2
2028 Portfolio
$1,001 - $15,000
None (or less than $201)
2
Vanguard LifeStrategy Growth Fund Investor Shares (VASGX)
$15,001 - $50,000
None (or less than $201)
3
Money Market Account
$15,001 - $50,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
U.S. Department of Education
$15,001 - $50,000
2008
73 months

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
1
1
This is a revocable living trust.

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